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G mI UN` a f a f a f f a f a a f0 a2 fF aH f\ a^ fr at     0 P 06 B5UBR UBUN B/ B*LLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLLEv(hH  Z 6Times New Roman RegularX>$Large Circle0..<4 9Z .Courier New Regular2 c0Quick --0 Z3|x( T$  Dg g [ [ [ [[[DVUVl:) UxhH  Z6Times New Roman RegularTABLE B8TABLE ATABLE CLlTABLE D\jTABLE ETABLE FTABLE GTABLE H8 TABLE ITABLE J     &-'   ݛ)XXXX &-   &-   &-   )X)XBestPracticesProcurementManualAppendixB.2Specification/ScopeofServiceGuidef!f!!(#Page  1  #)XX)#Ԉ  A(s)  xdEy xA#XXX)X(#((3-$ T!   &$""0   d\  `*Times New RomanTT  &-'   ݛ+XXXX &-   &-   &-   +X)XBestPracticesProcurementManualAppendixB.2Specificaiton/ScopeofServiceGuidef!f!!(#Page  1  #+XX)#Ԉ  A(s)  xdEy xA#,XXX)X(#\  `*Times New RomanTT(hH  Z 6Times New Roman Regular  d&0 d d T!   XYXXX  ?+ 4 <DL!X? %֛*APPENDIXB.2 M SPECIFICATION/SCOPEOFSERVICEGUIDEPreparedbyOfficeofProcurementTheMetropolitanTransitAuthorityofHarrisCounty,Texas    January1987   q$    TABLEOFCONTENTS  M      "(#XForewordL"L"I".3   Introduction.........................""H".~~I3   ObjectiveofSpecificationorScopeofService.........""H".J4  ` WhichTypeofSpecificationorScopeofServicetoUse....""H".00J4 8  Do'sandDon'tsofaSpecificationorScopeofService....""H".J4 ]  ProjectManager/UserResponsibilitytoContracts.......""H".ZZJ6 5  PartISixSectionEquipmentSpecification..........""H".FFI7   ̀DataSheetforSixSectionSpecification.........!!H".ttG13  ̀CheckListforSixSectionSpecification.........!!H".rrG18 p PartIIScopeofService....................!!H".J19 H PartIIIBrandNameorEqualEquipmentSpecification/DataSheet.!!H".J20 m  PartIVStatementofWork/PurchaseDescription.........!!H".xxJ24  E -8ǏXX@dd8 8ǏXXdd8  8XXdd8    X"x FOREWORD  M ThisdocumenthasbeenpreparedtoassistMetropolitanTransitAuthority(METRO)personnelinthepreparationofEquipmentSpecifications,DataSheets,ScopeofServicesandStatementsofWork. INTRODUCTION    Thisdocumentprovidesguidelinesandrecommendationsfordevelopingtheformatandcontentofaspecification,datasheet,ScopeofServiceorStatementofWorkforthefollowing,butnotlimitedto:'  ' "0    Capitalequipmentprocurement' ݌] (#(# Ќ  '  '* "0    Busmodifications'* E ݌5 (#(# Ќ  '  ' "0    Maintenanceequipment' ݌ (#(# Ќ  '  'j "0    Offtheshelfequipmentorhardware'j ݌(#(# Ќ  '  ' "0    Servicesprofessional' 5 ݌p(#(# Ќ  '  ' "0    Servicespersonalandnonpersonal' ݌H(#(# Ќ  '  'o"0    Supplies'o݌m (#(# Ќ  StatementsshowninlighttypeprovideinstructionandclarificationforaspecificationorScopeofServiceparagraph,andstatementsinboldtypearesuggestedwordingsforthecontentofaparagraph.Eachspecification,datasheetorstatementofworkstatementadoptedfromthisdocumentshouldbecarefullyreviewedandmodifiedasneededpriortobeingincorporatedintoaspecification.Thescopeofservicestatementsaretypicalexamplesforservicesrequiredandshouldonlybeusedasaguide.TheuseofthewordContractorissynonymouswiththewordsvendor,supplier,sellerorbidder.Commercialtyperequirementssuchaswarrantyprovisions,costinformation,deliveryinformationandmethodofpaymentsshouldnotappearinatechnicalspecificationorscopeofservicesincetheywillbespecifiedinotherdocumentsprovidedbytheOfficeofProcurement.  A*#'  #NOBJECTIVEOFASPECIFICATIONORASCOPEOFSERVICE  M Theobjectiveofaspecification,datasheetorscopeofserviceistocommunicatetoContractorsandProcurementpersonnelwhatisrequiredandalsoprovidethebasisforqualityassurancetodetermineiftheContractorhasmettherequirementsofthecontractorpurchaseorder.Thespecificationorscopeofservicemustbewritteninclear,unambiguousandpreciselanguagetocommunicateeffectivelywhatisrequired.Remember,theContractorhastotalresponsibilityfortheworkafterreceiptoforder. WHICHTYPEOFSPECIFICATIONORSCOPEOFSERVICETOUSE  L  Thefollowingisanexampleofwhichtypeofspecificationorscopeofservicemaybeused,butnotnecessarilylimitedto:SixSectionEquipmentSpecification'  '"0    Capitalequipmentprocurement' ݌! (#(# Ќ  '  '"0    Busmodifications'݌ (#(# Ќ  '  '6"0    Maintenanceequipment'6Q݌(#(# Ќ  ScopeofService'  '"0    Servicesprofessional'݌p(#(# Ќ  '  '"0    Servicespersonalandnonpersonal'݌\(#(# Ќ  BrandNameorEqualEquipmentSpecification/DataSheet'  't"0    Capitalequipmentprocurement't݌m (#(# Ќ  '  '"0    Maintenanceequipment'8݌Y (#(# Ќ  '  '"0    Offtheshelfequipmentorhardware(complex)'݌E(#(# Ќ  StatementofWork/PurchaseDescription'  '"0    Offtheshelfequipmentorhardware(routine)'݌ !(#(# Ќ  '  'X"0    Servicespersonalandnonpersonal'Xs݌!(#(# Ќ  '  '"0    Supplies'#݌"(#(# Ќ   DO'SANDDON'TSOFASPECIFICATIONORSCOPEOFSERVICE  $l! Thefollowingisalistofdo'sanddon'tsthatshouldbereviewedpriortostartingthefirstdraftofaSpecificationorScopeofService:  DO'S U)#& '  '"0    Developthecorrectmentalattitude.Bepositive.'݌-+$((#(# Ќ  '  '~"0    Learnthecontentandformatofasixsectionspecification.(Onceyouhavedonethisand -&* adoptedtheproperspecificationwritingattitude,youwillbeabletowriteanytypeor -'+ formatofSpecificationorScopeofServices.Thiswillholdtruewhetheryourequireequipment,supplies,orservices.)'~݌ (#(# Ќ  '  'X!"0    WritetheSpecificationorScopeofServicetobepreciseandperfectlyclear.'X!s!݌ (#(# Ќ  '  '3""0    WritetheSpecificationorScopeofServiceinshort,concisesentencesinthesimplest   formpossible.'3"N"݌ (#(# Ќ  '  '2#"0    Determineandseparateyouressentialrequirementsfromdesirablesor"nicetohave"  ` needs.'2#M#݌ (#(# Ќ  '  '&$"0    Wheneverpossible,writespecificationsthatallowopencompetition.'&$A$݌q$ (#(# Ќ  '  '$"0    Specifyrequirementswithinthestateoftheartoftheindustry.'$%݌I (#(# Ќ  '  '%"0    Obtaintechnicalinformationfromsourcessuchas:'%%݌! (#(# Ќ   c  0  0` (#(# c&-0 ` (#` (#  publications c&&݌ (# (# Ќ   c  0  0` (#(# cD'-0 ` (#` (#  industryreleases cD''݌ (# (# Ќ   c  0  0` (#(# c (-0 ` (#` (#  manufacturers c (D(݌ (# (# Ќ   c  0  0` (#(# c(-0 ` (#` (#  contractors c()݌p (# (# Ќ   c  0  0` (#(# c)-0 ` (#` (#  fellowworkers c))݌\ (# (# Ќ  0  Intheprocessofobtainingtechnicalinformation,donotcommitMETROinanyway. (#(# '  '*"0    IncludeQualityAssuranceProvisionsthatmeshwiththestatedrequirements.'**݌Y (#(# Ќ  '  '+"0    ClearlycommunicateyourtechnicalknowledgeintheSpecification.'++݌1(#(# Ќ  '  'j,"0    Usedecimalsinpreferenceoffractions.'j,,݌ !(#(# Ќ  '  '-"0    Afteryouhavewrittenwhatyoufeelisaperfectlyclearandbriefstatementof " requirement,askyourself,"Isthereanywaythatanyonecouldmisconstruethisstatement?"'-:-݌ (#(# Ќ    DON'TS &D # g.'  '."0    "Reinventthewheel"whenanexistingSpecificationorScopeofServiceisavailable.'..݌i("%(#(# Ќ  '  '/"0    Makeambiguousstatements,i.e.;thehighestquality,inaccordancewithindustry A*#' practices,acceptanceperindustrypractices.'//݌ (#(# Ќ  '  '0"0    Specifyunrealisticorunnecessarilyrestrictiverequirements.'00݌-&*(#(# Ќ   -'+ '  '|1"0    Provideinformationtoonebidderthatwillgiveanadvantageoveranotherbidder.'|11݌M(#(# Ќ  '  '[2"0    Allowmanufacturer'sormanufacturer'srepresentativestowritetheSpecificationor % ScopeofService.'[2v2݌ (#(# Ќ  '  'Z3"0    Useunfamiliarwords,colloquialismsandwordshavingmorethanonemeaning.'Z3u3݌ (#(# Ќ  '  '34"0    Useopenendedrequirementssuchas:'34N4݌ t(#(# Ќ   c  0  0` (#(# c4-0 ` (#` (#  Asdirected c45݌L  (# (# Ќ   c  0  0` (#(# c5-0 ` (#` (#  Subjecttoapproval c55݌8  (# (# Ќ   c  0  0` (#(# cj6-0 ` (#` (#  Satisfactoryto cj66݌q$  (# (# Ќ  '  '/7"0    Use"Biddertodoatnoadditionalcost"(Leaveanyaddressestomoneyoutofthe I  SpecificationorScopeofService.)'/7J7݌ (#(# Ќ  '  '=8"0    Usetheterm"and/or"intheSpecificationorScopeofService.'=8X8݌ (#(# Ќ  '  ' 9"0    DictatetotheContractorhowtoaccomplishtherequirements.' 9$9݌(#(# Ќ   PROJECTMANAGER/USERRESPONSIBILITYTOPROCUREMENT  p UponpreparinganInvitationforBid(IFB),ProcurementwithassistancefromtheProjectManageroruserhastotalresponsibilityforpreparingthefollowingsections:'  ':"0    BiddingRequirements'::݌Y (#(# Ќ  '  'r;"0    FormsforBidding'r;;݌E(#(# Ќ  '  '<"0    ProposedContract'<*<݌1(#(# Ќ  TheProjectManagerorusershouldinputtoProcurementanyinformationthatdoesnotapplyto  ! theSpecificationorScopeofServiceviamemorandumandtheinformationwillbeincludedin ! theappropriatedocument.Examplesofthistypeofinformationareasfollows:'  '="0    RequirementsthatmustbeprovidedtoMETROwithbidsorpriortoaward'=>݌$l!(#(# Ќ  '  '>"0    RequirementsthatmustbecompletedpriortoNoticetoProceedoftheContract'>>݌&D #(#(# Ќ  '  '?"0    CostInformation'??݌i("%(#(# Ќ  '  '5@"0    DeliveryInformation'5@P@݌A*#'(#(# Ќ  '  '@"0    WarrantyProvisions'@@݌,%)(#(# Ќ  '  'vA"0    MethodsofPayments'vAA݌-'+(#(# Ќ  '  'B"0    LiquidatedDamages'B1B݌9(#(# Ќ  '  'B"0    InstructionsonReworkingRejectedItems'BB݌ (#(# Ќ  '  'jC"0    AvailabilityofEquipmentforRetrofit,Modifications,ServiceorRepair'jCC݌ (#(# Ќ  '  '?D"0    Inspection/AcceptanceProvisions'?DZD݌ t(#(# Ќ  ThisshallalsobetrueforRequestforProposals(RFP)orPurchaseOrders.TheSpecificationorScopeofServiceoftheIFB,isthetotalresponsibilityoftheProjectManageroruserwiththeassistanceofContracts.TheSpecificationorScopeofServiceshouldbeprovidedtoProcurementdoublespacedandinthefinalformat.Tobeconsistentwiththetypingoftheentirecontract,thespecificationorscopeofserviceshouldbetypedwitha10pitchcourierprintwheelandmarginsof8and77.TheultimategoalisfortheProjectManagerorusertofurnishtoContractsaspecificationor  scopeofservicethatcanbeutilizedinabidpackagewithoutdiscussionswiththeProjectManageroruser. PARTISIXSECTIONEQUIPMENTSPECIFICATION \  Thesixsectionspecification,sometimescalledadetailspecification,isusedwherethereisaneedtopurchasethesameproductorequipmentrepeatedly.Thesectionnumbersandheadingsshownbelowshouldbeusedonallspecificationswhentheheadingsareapplicable.   ` Number   h Section  !    ` 1.0    h Scope "    ` 2.0    h ReferenceDocuments $l!    ` 3.0    h Requirements &D #    ` 4.0    h ContractorQualityAssuranceProgram i("%    ` 5.0    h PreparationforShipment A*#'    ` 6.0    h ContractDataRequirementsList ,%) Therecommendedcontentforeachsectionisshownbelow. -'+  1.0  Scope  9 Provideabriefdescriptionoftheproductoritemofequipmenttobepurchasedandageneraldescriptionofthecontentsofthespecification.Also,statewheretheequipmentistobeusedandifinstallationisrequired.0  Thisspecificationshallgovernthematerials,fabrication,assembly,testing,andotherrequirementsfor򀀀(Example:centrifugalpumps)foruse򀀀(Example:in  ` METRO'sKashmereMaintenanceFacility).L (#(#  2.0  ReferenceDocuments  q$  Listgovernmentalregulations,majorcodes,industrystandards,andothersimilardocumentswhichareutilizedinthespecificationtodefinethedesign,materials,fabrication,testing,installation,services,andothersimilarrequirements.Everyreferencedocumentlistedhereshouldbeaddressedattheappropriatepointinthebodyofthespecification.Theintroductorywordinggivenbelowforthisparagraphestablishesthedateofinquiryissueasthecontroldataforapplicableeditionsofstandards,codesandaddendareferencedwithinaspecification.Theresponsibleindividualshouldverifythatacontroldataisestablishedforreferencestandardsatthetimeofuse.0  Inadditiontotherequirementsdesignatedelsewhereinthisspecification,thedesign,materials,fabrication,andtestingoftheequipment,materials,andservicesshallbe,totheextentspecifiedherein,inaccordancewiththelatestissuesandaddenda,ineffectatthedateofinquiryissue,ofthefollowingindustrycodesandstandards. (#(# Referencestandardsemployedbythisoutlinearelistedbelowtoprovideanexampleofformattingforindustryreferences.*w(ddd Xdd Xdd X(#(#w,A dd ,z dd +  $ " P$DocumentIdentification 'E# P P'Title 'E#!P  ' AmericanInstituteofSteelConstruction(AISC)   $x" ТAISCS326  E&# SpecificationfortheDesign,   E&$ Fabrication,andErectionofStructuralSteelforBuildings.  (!&  AmericanNationalStandardsInstitute(ANSI)  )P#' ANSIA58.1  +$( MinimumDesignLoadsforBuildingandOtherStructures   ,%*  AmericanSocietyforTestingandMaterials(ASTM)  -<'+ ASTMA36  d SpecificationforStructuralSteel  d  AmericanWeldingSociety(AWS)  f  ТAWSD1.1   d StructuralWeldingCode,Steel   d  NationalFireProtectionAssociation(NFPA)  f  ТNFPA70   d NationalElectricalCode(NEC)   d  OccupationalSafetyandHealthStandardsoftheU.S.Department f  ofLabor,Part1910(OSHA)  R  Section1910.95   P  OccupationalNoiseExposure  P  SubpartD  R  WalkingWorkingSurfaces R  e 3.0  Requirements  Z   3.1  General  2 Includestatementsofthoserequirementsthatarecommontoallcomponentsoftheequipmentofsystembeingspecified. 3.2  Performance  L Provideadefinitionoftheperformancerequirementsforratingtheequipment. 3.3  SystemDescription  ~ Provideabriefbutinclusivesystemdescriptionforaspecificationwrittenforamechanicalsystemorequipmentpackage.Singleequipmentitemsusuallywillnotrequireasystemdescription. 3.4  MechanicalDesign  %  3.4.1  Component &\" 0  Describerequirementsfortheindividualcomponentsthatmakeupthepieceofequipmentunderthisseriesofheadings.Thiswouldincludesuchthingsasalistingofdesignrequirementsforthecomponentsthatmakeupanequipmentitem(e.g.,shaft,seals,coupling,impeller). (#(#    R-%) 3.5  Electrical   AreferenceshouldbeprovidedhereforinvokingtheNationalElectricalCodeandforidentifyingtherequiredhazardousareaclassificationforelectricalcomponentsthataretobeprovided.Thisreferenceshouldbeastatementsuchas:3.5.10  ElectricalequipmentfurnishedunderthisspecificationshallbeincompliancewithNFPA   BulletinNo.70,"NationalElectricalCode,"(NEC)andshallcomplywithNECrequirementsforthehazardousandnonhazardousareaclassificationsspecifiedonthedatasheets. (#(#  3.6  Structural  &$  Specifythestructuralrequirementsfortheitemofequipmentunderthisheading.ThissectionshouldincludeareferencetoappropriateAISCandASTMstandardsandrequirementsofageneralnature.Specificrequirementssuchasdesigncriteriaorabasisforhandlingwindloads,transportationandotherspecificdetailsshouldbeincorporatedbylineentriesontheequipmentdatasheets.Thefollowingwordingissuggestedforgeneralstructuralrequirementsinanequipmentspecification:3.6.10  Allstructuralsteelshallbenewanddamagefree.Eachstructuralsteelmemberforskids, JH basesorotherassemblyshallbeahotrolledstructuralshape,plateorbarmeetingtherequirementsofASTMa36. (#(# 3.6.20  Anchorboltdetailsanddesignshallbeprovidedbythecontractor.Anchorboltswillbe  furnishedbyMETRO. (#(# 3.6.30  Laddersandplatformswithhandrailsshallbefurnishedforaccesstoallserviceand   inspectionopeningsforequipmentrequiringinspectionandservicing. (#(# 3.6.40  Stairtreads,platforms,walkingandworksurfaces,andaccesswaysshallbeprovided #  withsteelgratingwalkingsurfaces. (#(#  3.7  Exceptions  F&D # SpecificationsthatarewrittenaroundacodeorindustrystandardsuchasASMEorAPIshouldlistexceptionsorclarificationstothosestandards.Thefollowingisanexampleofhowthiswouldbedone:3.7.1  Requirements +%) 0  EachcentrifugalpumpshallbeinaccordancewithAPI610exceptfortheadditions, -'+ modifications,deletions,orfurtherclarificationsstatedbelow: (#(# *f(rddA dd z dd ((#(#f,dd ,dd , dd +  $((  $API610Para.No. 9((*><(( 9BuyerExc. >< No.   =(((** ((( =Description 0((!><((( 0 '(( (( ' +((( (( +SECTION2BASICDESIGN '((  ((( ' '((* ( (( ' +(((* ( (( +General '((* ( ((( '2.1.21 . F((7  ((  ?1?F1 J(((75   ?1 ?(( JAddthefollowingnewparagraph:Singlestageprocesspumpsaretohaveadoublevolutecasingwhenthepumphasa3inch(76mm)dischargeorlargeranda10.5inch(267mm)maximumallowableimpellerdiameter,orlarger. )(((20 ((( )2.1.22 H(((7(((  @2@H2 J((((75  @2 @((( JAddthefollowingnewparagraph:Mechanicalequipmentandcomponentsofcentrifugalpumpsquotedinaccordancewiththisspecificationmustbeproveninserviceforatleastoneyearinnotlessthantwosimilarapplications.&:8  (((( &   ` 4.0  ContractorQualityAssuranceProgram  B@  4.1  InspectionAndTesting  ! Forspecificationswrittenforaproduct,material,service,equipmentorbusmodifications/retrofitwithastandardlevelofqualitythefollowingwordingissuggested:0  TheresponsibilityforQualityAssuranceshallbewiththeContractorsubjecttoverificationbyMETRO. (#(#  4.2  ContractorSurveillance  z%x) ThepurposeofthissectionistoinitiateMETROsurveillanceofContractormanufacturingoperationsanddocumentcertificationrequirements.Paragraphsincludedinthissectionshoulddefinewheretofindthespecificrequirements.Thefollowingwordingissuggested:4.2.10  Productsurveillanceanddocumentcertificationshallbeasspecifiedintheprocurement +%/ documents,e.g.,specification,datasheets,contractordatarequirementslist. (#(#   -'2 5.0  PreparationforShipment    5.1  Cleaning(suggestedwording)   Alldirt,grime,grease,andshopresidueshallberemovedfromsurfacesoffurnishedequipmentpriortopackagingandshippingfromtheContractor'sfacility. 5.2  Lubrication(suggestedwording)  v t AllbearingsandothersimilarpartsoffurnishedequipmentshallbesuitablylubricatedpriortoshipmentinaccordancewiththeContractor'srecommendedlubricationinstructions. 5.30  Painting(suggestedwording)  (#(# Theitemsprovidedunderthisspecificationshallbepaintedinaccordancewiththepaintingrequirementsspecifiedonthedatasheets. 5.4  PreservationandPackaging   ThefollowingwordingmaybeusedinspecificationsforitemswheretheContractor'sstandardpreservationandpackagingmethodsareconsideredtobeacceptableandpreservationandpackagingrequirementsarenotdefinedbyanationalstandard.5.4.10  Machinedandinteriorsurfacesoffurnishedequipmentshallbecoatedwithapreservative 64 materialcapableofpreventingcorrosiondamageforaminimumof6monthsincoveredstorage. (#(# 5.4.20  Contractor'sstandardpreservationandpackagingmethodswillbeacceptableifsuch  complywithapplicablerequirementsofgoverningfreightclassificationsandprovideadequateprotectionfromallanticipatedshippingexposures. (#(#  5.5  EquipmentIdentification(SuggestedWording)  " Equipmentidentificationrequirementsarespecifiedontheattacheddatasheets. 6.0  ContractDataRequirements(suggestedwording)  F&D #  6.10  ContractdatarequirementsshallbeasspecifiedontheattachedContractData ("% RequirementsList(CDRL).  )#&(#(# *w( drddd dd dd ((#(#wԜ,dd ,. dd ,A d +   *$(  DATASHEETFORSIXSECTIONSSPECIFICATIONS   F+D%) Thedatasheetisusedtodescribespecificrequirementsofaproductorequipmentitem.Theoriginatorshallcompletethedescriptionandrequirementscolumnofthedatasheet. % -'+ %DATASHEET !fd" !      IdentificationNo._________   Description:_________________________________________________________________________________________________________________________________  R P Quantity:_____________    ТIFBNo.:________________    Location:___________________________________________________________________________________________________________________________________ ; ><  UTILITY %; ; %AVAILABLE %; ; %CONTRACTOR'S   REQUIREMENTS " ; "Volts  *(  120/460  *(  ___________________  *(  Phase 8.   z@35797z@81/3 8.,  z@35797 z@ 8___________________    System  *( 60Hz  *( ___________________  *( Air   90psi   ___________________     `     h     *w!("d ddd . dd A d ( (#(#w,4dd ,dd ,dd ,dd +       INSTRUCTIONTOCONTRACTOR  :0"  : :0"D  :Thisdatasheetwillalsobeusedasapartofthetechnicalbidtabulation.Contractorshallcompletetherighthandcolumnofthisdatasheettoidentifytheequipmentthatistobefurnished.ContractorshallprinttheContractor'scompanynameandproposalnumberonthetoplineofeachsuchrighthandcolumn.ThefollowinglegendisusedtodefinetheRequirementClass(ReqmtCl):  RMandatoryRequirement  AMETROEngineeringPreference  BAsSpecifiedorEqual  *SellertoSpecifyAlldatasheetitemsnotedbyabullet(o)intherighthandmarginshallbecompletedwiththeContractor'sbid.ContractorshallcomplywithallR(mandatoryrequirement)classrequirementstobeconsideredtechnicallyacceptable. -#j(h",   -  DESCRIPTION .$)#-  .  REQUIREMENTS .$)#.  .sREQMTCl %)#/ %  REMARKS .$)#0  .___________________ %j+h%1 %_________________ %j+h%2 %__________ %j+h%3 %__________________ %j+h%4 %___________________ %,&5 %_________________ %,&6 %__________ %,&7 %__________________ %,&8 %___________________ %fd %_________________ %fd %__________ %fd %__________________ %fd %___________________ % %_________________ % %__________ % %__________________ % %___________________ %f d  %_________________ %f d  %__________ %f d  %__________________ %f d  %___________________ %   %_________________ %  %__________ %  %__________________ %  %___________________ %f d %_________________ %f d %__________ %f d %__________________ %f d %___________________ %  %_________________ %  %__________ %  %__________________ %  %___________________ %fd  %_________________ %fd  %__________ %fd  %__________________ %fd  %___________________ %  %_________________ %  %__________ %  %__________________ %  %___________________ %fd ! %_________________ %fd " %__________ %fd # %__________________ %fd $ %___________________ % % %_________________ % & %__________ % ' %__________________ % ( %___________________ %fd) %_________________ %fd* %__________ %fd+ %__________________ %fd, %___________________ %- %_________________ %. %__________ %/ %__________________ %0 %___________________ %fd1 %_________________ %fd2 %__________ %fd3 %__________________ %fd4 %___________________ %5 %_________________ %6 %__________ %7 %__________________ %8 %___________________ %fd9 %_________________ %fd: %__________ %fd; %__________________ %fd< %___________________ %= %_________________ %> %__________ %? %__________________ %@ %___________________ %fdA %_________________ %fdB %__________ %fdC %__________________ %fdD %___________________ %E  %_________________ %F  %__________ %G  %__________________&H   &   #K CONTRACTDATAREQUIREMENTSLISTFORSIXSECTIONSPECIFICATIONOREQUIPMENTSPECIFICATION/DATASHEET   TheContractDataRequirementsList(CDRL)isusedbyMETROtoconveytotheContractortherequiredcontractdatadocuments,typeofdocumentandthetimespanthateachtypeofdocumentmustbesubmittedtoMETRO.ThefollowinglistisanexampleofthetypesofrequiredContractordata.EachindividualspecificationshouldbereviewedforthespecificrequiredtypesofContractordata._.(#XDescription:(#(#K(#_ :8  (#(#K(#_ Location:(#(#K(#_   ̢IFB/RFPNo.:(#(#K(#_> >    Contract/P.O.No.:(#(#K(#_   Contractor:(#(#K(#_>>   X(#8._(TheContractor'sbidshallstatehisintendedcompliancewiththislisting,asregardstothetypeofdatarequiredandschedulefordatasubmittal,aswellastheQuantityandDataForm(reproducible,prints,etc.)indicatedintheIFBandContract.TheContractorshallconfirmresponsibilityforsimilarcompliancebyhissubcontractorsasapartoftheContractor'sbid.Deviation(s)fromtheDataSubmittalScheduleshallbeshowninthecommentscolumn.Alldatasubmittedshallbeidentifiedasaminimumwithidentificationnumber,descriptionandContractnumber.Whenan"X"hasbeenindicatedinthe"B"(withbid)columnonthefollowinglist,_____copiesoftherequireddatashallaccompanythebid.Afternoticeofaward,theContractorsh0allfurnishquantitiesofreproduciblesandcopiesofalldatatobesubmittedasfollows:'  'A"0    ForApproval 0(#(#______reproducibles,______copies'A\݌2'0!$(#(# Ќ  '  '"0    Certified   ______reproducibles,______copies':݌ )#&(#(# Ќ  '  '"0    Record   ______reproducibles,______copies' ݌*$((#(# Ќ  TheabovequantitiesaretobesubmittedtotheProjectManagerwithacopyofthetransmittaltoContracts. -'+ Drawingprintsmaybefolded,butreproduciblesshallberolled.WheretheContractor'soriginalsaremulticoloredorhalftone"slickpaper"brochures,bulletins,instructionbooks,andothersimilarpreprinteddocuments,theContractorshallfurnishoriginalsforthequantityofcopiesrequired.Afternoticeofaward,unlessotherwisenotedinthecommentscolumn,thefollowingdataϢsubmittalscheduleshallapply:̀FORAPPROVALDATADUE____WEEKSAFTERCONTRACTNOTICEOFAWARD,̀CERTIFIEDCORRECTDATADUE____WEEKSAFTERMETRO'SAPPROVAL,̀RECORDDATADUE____WEEKSAFTERCONTRACTNOTICEOFAWARD.̀ABBREVIATIONS:BWithBid,AApproval,CCertified,RRecord(informationonly)   `     h      p      x     '*(dd4dd dd dd dd !("!!, d , dd ,dd ,dd ,d^ ,dd +  )((  P) =((.&$P(( P=  DATAREQUIRED @(((-" P(( P@c C((4$&$P  ((( PCDATADESCRIPTION/DEFINITION 9((*P(( P9B 9((*P(( P9A 9((*P(( P9C 9((*P(( P9R =(((*P(( P=COMMENTS >((/$P  ((( >OUTLINEDRAWINGS̀Plan/elevationdrawingswithoveralldimensions,connectiondimensions,andrequiredclearancesforassembly,operation,andmaintenanceaccess. 9((*(( @9X 9((* @(( @9X 9((*!@(( @9X 9((*"@(( 9__ =(((*#(( = 9((*$((( 9EQUIPMENTARRANGEMENTDRAWINGSRelativedimensionedlocationofContractorsuppliedcomponents. 9((*!((( @9X 9((*B@)@(( @9X 9((*B@*@(( @9X 9((*B@+@(( 9__ =(((*B@,(( = 9((*B@-((( 9ASSEMBLYDRAWINGSRelativelocationanddimensionsofcomponentsandsubassembliesrequiredforinstallation. 9((*J%H1(( 9X 9((*"2(( 9X 9((*"3(( 9__ 9((*"4(( 9__ =(((*"5(( = 9((*"6((( 9ONELINEELECTRICALDIAGRAMOnelinerepresentationofanelectricalpowerand/orcontrolcircuit. 9((*)#:(( 9__ 9((*& ;(( 9X 9((*& <(( 9X 9((*& =(( 9__ =(((*& >(( = 9((*& ?((( 9FABRICATIONORPRODUCTIONSCHEDULE.Calendardatedscheduleformanufacture ofContractorsuppliedequipment/components,includingscheduleorinquiryPurchaseOrder,anddeliveryofsubcontractoritemswithsubcontractornames. 9((*(( 9__ 9((*R d (( 9__ 9((*R d (( 9__ 9((*R d (( 9X =(((*R d (( = 0((!R d ((( 0EQUIPMENTWEIGHTSEmpty,operatingandshippingweight. 0((!2D (( 0X 9((*FX(( 9__ 9((*FX(( 9__ 9((*FX(( 9X =(((*FX(( = 0((!FX((( 0COMPLETEDMETRO'SDATASHEETS 0((! (( 0X 9((* (( 9__ 9((* (( 9__ 9((* (( 9__ =(((* (( = 0((! ((( 0CATALOGDATA 0((!0 (( 0X 9((*0 (( 9__ 9((*0 (( 9__ 9((*0 (( 9__ =(((*0 (( = 0((!0 !((( 0LISTOFEXCEPTIONSTOSPECIFICATION 0((!#(( 0X 9((*$(( 9__ 9((*%(( 9__ 9((*&(( 9__ =(((*'(( = 0((!(((( 0OPERATINGINSTRUCTIONS 0((! )(( 0__ 9((* *(( 9__ 9((* +(( 9__ 9((* ,(( 9X =(((* -(( = 0((! .((( 0MAINTENANCEANDLUBRICATIONRECOMMENDATIONSRecommendmaintenanceproceduresandintervals,withlubricantdescriptions,grades,andalternatesupplierdesignations 0((!: L3(( 0__ 9((*4(( 9__ 9((*5(( 9__ 9((*6(( 9X =(((*7(( = 0((!8((( 0MASTERPARTSLISTListparts,partnumbers,serialnumbers,andinterchangeabilityinformation. 0((!#;(( 0__ 9((*!<(( 9__ 9((*!=(( 9__ 9((*!>(( 9X =(((*!?(( = 0((!!@((( 0SPECIALMAINTENANCETOOLREQUIREMENTS 0((!%B(( 0X 9((*%$C(( 9__ 9((*%$D(( 9__ 9((*%$E(( 9__ =(((*%$F(( = 0((!%$G((( 0SHIPPING,HANDLINGANDSTORAGEPROCEDURES 0((!j(|I(( 0__ 9((*~'J(( 9__ 9((*~'K(( 9__ 9((*~'L(( 9X =(((*~'M(( = 0((!~'N((( 0INSTALLATION/ERECTIONPROCEDURE 0((!* P(( 0__ 9((*)Q(( 9__ 9((*)R(( 9__ 9((*)S(( 9X =(((*)T(( = 0((!)U((( 0ТDBE/WBEASSURANCESTATEMENT 0((!V,h"V(( 0X 9((*V,h"W(( 9__ 9((*V,h"X(( 9__ 9((*V,h"Y(( 9__ =(((*V,h"Z(( = 0((!V,h"[((( 0ТDBE/WBEUNAVAILABILITY CERTIFICATE 0((!> P(( 0X 9((*R d(( 9__ 9((*R d(( 9__ 9((*R d(( 9__ =(((*R d(( = 0((!R d((( 0CONTRACTORANDFIRSTTIERSUBCONTRACTORPARTICIPATION 0((!  (( 0X 9((*  (( 9__ 9((*  (( 9__ 9((*  (( 9X =(((*  (( = 2(((! ((( 2ТDBE/WBEUTILIZATIONREPORT 2(((!*<((( 2__ ;(((**<((( ;__ ;(((**<((( ;__ ;(((**<((( ;X =((((**<((( =/%#*<  (((( / CHECKLISTFORSIXSECTIONSPECIFICATION(PARTI)  0 1.ReviewSection1for:  Accuratestatementofscope2.ReviewthereferencesinSection2for:  a. ` Necessity     b. ` Availability ~ 3.ReviewtherequirementsofSection3todeterminethat:  a. ` Referenceddocumentsarenecessaryandapplicable BT!   b.0 ` Requirementsarepredominantlydesignorperformanceandthatthesame ,# requirementisnotcoveredbothways ` !` !   c. ` Norequirementis  &    `    `  Unrealistic   `  Indefinite   `  Restrictive  d. ` TherequirementsmeettheneedsofMETRO f&x,   e. ` Therequirementsarewithinindustry'scapability >(P.   f.0 ` Eachrequirementiscapableofbeinginspectedorotherwiseverified*( 0` !` ! 4.ReviewSection4todeterminethat:  TheContractor'sstandardqualityassuranceprogramwillbesuitabletoMETRO -#4 5.ReviewSection5toinsurethat:  Preservation,packaging,andpackingarerealistic6.ReviewSection6toinsurethat:  a.0 ` Deliveryofadequatedata,i.e.,drawings,calculations,catalogs,reports,etc.,   isidentifiedontheCDRLtoaccomplishaproject. ` !` !   b.0 ` Requesteddatawillmeettheneedsofaninstallationcontractor.v t` !` !  PARTIISCOPEOFSERVICE  :8  TheScopeofServiceisthecontractualdocumentforexpressingexactlywhatservicesorproductyourequireandforevaluatingtheserviceorproductofthecontractor.Thesuggestedsectionheadingsshownbelowshouldbeusedinallscopeofserviceswhentheheadingisapplicable.Appropriateheadingsshouldbeaddedasrequired.   `   SectionHeadings      `     `  Background   `  PrimaryWorkTask   `  OtherWorkTasks/Services   `  OrderingProcedure   `  ContractorQualityAssurance   `  TechnicalReports BACKGROUND   Provideadescriptionoftheservices/producttobecontractedforandageneraldescriptionofthecontentsofthescopeofservice.Provideanyspecialbackgroundinformationavailable. PRIMARYWORKTASKS  Z%X" Includestatementsunderthisheadingtothoroughlydescribetheprimaryworktaskexpectedunderthescopeofservice. OTHERWORKTASKS/SERVICES  )#' Includestatementsunderthisheadingtodescribeadditionalworktasksorservicesthatmayberequiredunderthescopeofservice. -'+  CONTRACTORQUALITYASSURANCE   Includestatementstodescribeanyspecialqualityreliabilityorqualityassurancerequirements. TECHNICALREPORTS    Includestatementstoincludeanyandalltechnicalreportsthatwillberequiredduringthetermofthecontract. SCHEDULEOFITEMSANDPRICING  :8  ThefollowingisasuggestedformattolistitemsandrequestunitpricingforpayitemsreferencedintheScopeofServices.TheScheduleofItemsandPriceshouldbeanattachmenttotheScopeofServices. SCHEDULEOFITEMSANDPRICES   TheContractorshallcompletethefollowingpriceschedulebasedontheannualestimatedquantitiesoftheservicesrequired:   `     h   Estimated p      x Unit ^\ Item   `  Description h   Quantity p      x Price JH  PARTIIIBRANDNAMEOREQUALEQUIPMENTSPECIFICATION/DATA  SHEET   Thebrandnameorequalequipmentspecification/datasheetformatisusedfortheprocurementofitemssuchasmachinetools,fabricationequipment,cleaningequipment,mobileequipment,andstandardofftheshelfequipment.Thefollowingisanexampleofaspecification/datasheetfora19"x78"enginelathethatcanbeusedasaguidefortheprocurementofanyoftheabovelisteditems:   2'0!$ SPECIFICATION/DATASHEETENGINELATHE19"X78"   *   GENERALDESCRIPTION      ThisDataSheetcoverstherequirementsforarigidbase,floormounted,metalcutting,electricmotordrivenenginelathesuitableforgeneralpurposemetalturning,facing,boring,drillingandthreadingoperationsinaGeneralPurposeMaintenanceShopforaTransitAuthority.Themachineshallconsistofafloormountedbaseandbedwithways,headstock,tailstock,carriageandotherspecifiedcomponents.ThelatheshallbeaMonarchDeanSmith&GraceLimitedModel#1910orequivalent.   DESIGNFEATURES        GROUNDING    ThepointofconnectionsforMETRO'spowersupplyistoincludeagroundingpointfortheelectricalgroundingofthemachineframe.Contractortoprovideagroundingstud.  NAMEPLATE   ^\ AcorrosionresistantmetalnameplateshallbeattachedtotheMachinewithremovablecorrosionresistantscrews.Thenameplateshallcontainatleastthefollowinginformation:   ` Manufacturer'sname   ` ModelnumberofMachine   ` SerialnumberofMachine   ` METRO'scontractnumber   ` METRO'sequipmenttagnumber   ` DateofmanufactureLUBRICATION n$l! AmeansofpositivelubricationshallbeprovidedforallcomponentsoftheMachinethatrequirelubrication.ENGLISH/METRIC  )#& Whenapplicable,machineswiththreadcuttingcapabilitiesmusthavethecapabilityinbothEnglishandMetric.  -'+ SIZESANDCAPACITIES  TheEngineLathemustcomplywiththefollowingsizesandcapacities.TheContractormustfurnishbrochures,informationrequestedandfillintheblankspaces.  *(dd d dd dd dd d^ dd (!!," dd ,dd ,4dd +  )((   )SIZES/CAPACITIES 9((* (( 9REQUIREMENT =(((* (( P=CONTRACTOR'SSPECIFICATION =(((*$  P  ((( =ThefollowingaresuggestedmajorheadingswithanexampleofeachfromabrochureofaMonarchDeanSmith&GraceLimitedModel#1910: 2(((ZX ((( 2 WORKINGCAPACITY *(( ((( *SwingOverBed(Min) t '((ZX (( '19.5" +(((ZX (( +___________________ /(((ZX ((( / SPEEDS&FEEDS 2((( ((( 2Headstock *((ZX((( **, XX*0  Forward&ReverseSpeeds(Min) Q((B nn((  0@160@Q16 K(((86  0@16 0@(( K___________________ /(((((( /UniversalGearbox *((FD((( *  LongitudinalFeeds(Min) G((8((  >@30>@G30 K(((86  >@30 >@(( K___________________ /(((((( / SIZES 2(((FD((( 2Headstock *((((( *0  CamlockSpindleNose 1((" FDnn(( 1ТD18" +(((FD(( +___________________ 8(((%FD((( 8SCREWCUTTING 3(($" ((( 30  ThreadPerInch 1((" F!D!nn(( 145from2to56tpi +(((F!D"(( +noexception /(((F!D#((( / TAILSTOCK *(("$((( *0  SpindleDiameter(Min) 1((" F$D%nn(( 13.5" +(((F$D&(( +___________________ /(((F$D'((( / SADDLEANDAPRON ,(((%(((( ,0  LengthofSaddleGuide 3(((" F'D!)nn((( 3Mfr.Std. +((((F'D!*((( +___________________&F'D!+  (((( & @x  @`  :*8$- *w(dd" dd dd 4dd (!!w," dd ,Sdd ,dd +      OPTIONSANDACCESSORIES  %RP  %TheContractormustfurnishmanufactureranddescriptiveliteratureofthefollowinglistedoptionsandaccessories.     OPTION/ACCESSORY   > < REQUIREMENT '> < 'CONTRACTOR'S > < SPECIFICATION * ( GapBedw/RemovablePiece     1ea.     _________________     TravelingSteady.625"to4.5"  *(  1ea.  *(  _________________  *(  StationarySteady1"7" t    1ea.    _________________    4JawChuck18"  *(  1ea.  *(  _________________ *(   _.3XpX, X3Ӏ7, XXpXX76,XXxX, X6._H*w(dd" dd Sdd dd (!!w," dd ,Sdd ,dd +      TOOLING  %  %TheContractormustfurnishmanufactureranddescriptiveliteratureofthefollowinglistedtooling. &  &TOOLING 'nl 'REQUIREMENT 'nl 'CONTRACTOR'S nl SPECIFICATION #ZX  #JacobsRubberflexColletChucks(SpecifyCapacity)   1set     _________________  ! JacobsRubberflexColletsforusewithaboveColletChucks  20# 1set   FD$ _________________  FD% RevolvingLiveCenterforTailstock l  !' 1ea.   ( _________________   ) FacePlate16"  #* 1ea.  #+ _________________ #,    :$8, *w(dd" dd Sdd dd (!!w," dd ,rdd ,dd +      UTILITIES %RP  %Thefollowingutilitiesareavailableatthemaintenancefacility.TheContractormustfurnishtherequiredutilityconsumption.     UTILITY   > < AVAILABLE '> < 'CONTRACTOR'S > < REQUIREMENTS * ( Volts     120/460     ___________________     Phase 8. *(  z@35797z@81/3 8.,*(  z@35797 z@ 8___________________  *(  System    60Hz    ___________________    AMPS  *(  N/A  *(  ___________________ *(   *w(dd" dd rdd dd (!!w,dd ,Sdd +      CONTRACTORINFORMATIONREQUIRED  (MUSTBEFILLEDINBYBIDDER)  !nl  !MACHINESIZEANDWEIGHT      ?  XeX,XXxX?0  WeightwithStandardEquipmentincludingMotors @ nl     __________lbs. nl0 0  ShippingWeightofCompletedMachine (   (__________lbs. 3 0  OverallDimensionsofMachine(LxWxH) nl   ___"x___"x___"  nl  MANUFACTUREROFMACHINE   $  ! ________________  " COUNTRYOFORIGINOFMACHINE $  nl# ________________  nl$ COUNTRYOFORIGINOFOPTIONSAND  % ACCESSORIES   !& ________________   ' COUNTRYOFORIGINOFTOOLING  Z#X( ________________  Z#X) TECHNICALDATAONMACHINEATTACHED  $* Yes____No____  $+ EQUIPMENTI.D.NUMBER0   $ Z&X ,   ________________ Z&X -    PARTIVSTATEMENTOFWORK/PURCHASEDESCRIPTION  N)L#/ TheStatementofWork(SOW)isaspecialcategoryofaspecificationthatisusedwhencontractingforservicesandequipment.TheSOWoutlinesthenatureofthework,thelevelofeffortrequiredandtheanticipatedresultsofthework,ratherthandetailedtechnicalspecificationsofaparticularitem.Forservicesandequipmentthatcanbeadequately -'4 describedwithlessdatathanthatcontainedintheSixSectionEquipmentSpecification,ScopeofServicesorBrandNameorEqualEquipmentSpecification/DataSheetFormat,youcanwriteashortSOW.ThisapproachisusuallyreservedforOfftheShelfhardwareorcommonlyavailableservices.WhenwritingaSOW,youmustutilizeyouspecialknowledgeofthesubjectindecidingthecontentoftheSOW.ThekeyelementsarethesameasthoseforanySpecificationorScopeofService,withtheaddedrequirementthatyoumuststatewhenandwheretheworkistobeperformed.TheSOWmustdealwiththefollowingbasicquestions:6  <  XeX6'  'A  <'' "0 A   Whatneedstobedone?'  ݌:8 A !A ! Ќ  '  ' "0 A   Whereshoulditbedone?'  ݌ A !A ! Ќ  '  'G "0 A   Whenshoulditbedone?'G b ݌ A !A ! Ќ  '  ' "0 A   Whatshouldthefinaloutputconsistof?'  ݌A !A ! Ќ  ' A 'WhentheSOWhasansweredtheabovequestions,itisessentiallycomplete.